Share and Care House

What Share and Care House does

Share & Care House is a 501(c)(3) nonprofit organization founded in 1982 and headquartered in Puyallup, Washington, that delivers fiduciary, guardianship, and housing services to vulnerable populations across Washington State and Oregon. Its three core service lines are (1) Representative Payee/Fiduciary Services under contract with the Social Security Administration, managing benefits for over 2,000 clients who cannot manage their own finances; (2) Professional Guardianship and Trustee Services delivered by four Certified Professional Guardians across Pierce and King Counties; and (3) a portfolio of housing programs including Permanent Supportive Housing for chronically homeless individuals with disabilities (140+ households in Pierce County), Housing and Essential Needs (HEN) for DSHS-referred clients, Foundational Community Supports under Washington Medicaid Transformation, and Homeless Prevention Assistance/Rapid Re-Housing.

The organization operates four physical offices — Puyallup (headquarters), Tacoma, and Seattle in Washington, plus Tigard, Oregon — and has maintained 100% audit scores while serving 2,267 individuals in 2022. Its underlying technology platform is EXACT, a custom client management application developed jointly with Olympic Consulting Group through the Precision Accountability, LLC joint venture formed in 2009, designed specifically for guardian and payee client management and subsequently commercialized to other fiduciary organizations.

Revenue is generated primarily through government contracts (SSA, DSHS, Washington State Health Care Authority, Pierce County) supplemented by corporate and individual donations (AmazonSmile, Boeing, IKEA, Multicare) and a small voluntary payee fee-for-service stream. Client acquisition occurs entirely through government referral systems — Pierce County Coordinated Entry (211), DSHS eligibility determination, and Superior Court appointment — meaning Share & Care House does not engage in conventional sales or marketing. The organization is governed by a board of directors and led by an Executive Director, with no venture capital or private equity involvement.

Name

Share and Care House

Legal name

Share & Care House

Website

https://shareandcarehouse.org

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

11–50 employees

Short description

Share & Care House is a 501(c)(3) nonprofit founded in 1982 that provides Representative Payee, Professional Guardianship, and Permanent Supportive Housing services to vulnerable populations across Washington and Oregon, operating four offices and serving over 2,200 clients annually under government contracts.

Ownership category

akta.pro rank

Product category

Fiduciary and Social Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Other Community Housing Services (624229)

SIC

Services-Social Services (8300)

akta.pro industry

PRIMARYFSAAANAG

Guardianship & Conservatorship Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYBPAGAEAB

Housing Assistance & Homeless Services

Business & Public Services/Nonprofit, NGO & Social Services/Social Services & Community Support (Food, Housing, Family)

Keywords

• Fiduciary services
• Representative payee
• Professional guardianship
• Supportive housing
• Homeless prevention

Headquarters

HQ city

Puyallup

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Social Security Administration Representative Payee Contracts: Contracts with SSA to provide Representative Payee Services to beneficiaries who need assistance managing their finances. Serves over 2,000 fiduciary clients.
2. Medicaid Transformation - Foundational Community Supports: Five-year Medicaid transformation demonstration program providing Supportive Housing Services. Share & Care House is a provider of Supportive Housing Community Support Services.
3. Donations and Community Support: Accepts donations from individuals and corporate sponsors (AmazonSmile, Boeing, IKEA, Multicare, etc.) to support services to individuals and families in need.
4. Voluntary Payee Fee-for-Service: Provides voluntary payee/fiduciary services on a limited basis to those in need of budget management support. Charges a fee for service.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Share & Care House delivers government-contracted social services to vulnerable populations in Washington and Oregon, including SSA Representative Payee (Fiduciary) services for over 2,000 beneficiaries, Professional Guardianship and Trustee services in Pierce and King Counties, Permanent Supportive Housing, Housing and Essential Needs (HEN), Foundational Community Supports, and Homeless Prevention rental assistance. It also co-developed and distributes the EXACT software for managing guardian and payee clients.

Product overview

Share & Care House is a 501(c)(3) nonprofit organization offering social services programs and a proprietary software product. The company's primary product is EXACT, a software application developed in partnership with Olympic Consulting Group through Precision Accountability, LLC starting in 2009, designed specifically for fiduciary management of guardian and payee clients. Alongside the EXACT software product, the organization provides social services including Permanent Supportive Housing (PSH), Housing and Essential Needs (HEN), Foundational Community Supports (FCS), Homeless Prevention/Rapid Re-Housing (RRH), Representative Payee/Fiduciary Services, and Professional Guardianship services across Washington State and Oregon.

Differentiator

Problem solved

Functional benefit

Brands

• EXACT: Software application for managing guardian and representative payee clients, developed through joint venture Precision Accountability, LLC.

Products and services

• Representative Payee / Fiduciary Services Government-contracted Representative Payee services managing Social Security and SSI benefits for beneficiaries whom SSA has determined are unable to manage their own finances. Includes legally incompetent adults and minor children as required by law. Serves over 2,000 fiduciary clients in Washington and Oregon, with voluntary fee-for-service payee services available to those outside government eligibility.
• Professional Guardianship & Trustee Services Court-appointed Professional Guardianship and Trustee services managing personal and/or financial affairs of incapacitated individuals in Pierce, King, and surrounding counties. Provided by 4 Certified Professional Guardians plus case managers and fiduciaries on staff.
• Permanent Supportive Housing (PSH) Scattered-site Permanent Supportive Housing combining affordable housing with supportive services for chronically homeless individuals with disabilities. Referred via Pierce County Coordinated Entry System (calling 211). Currently serves over 140 households throughout Pierce County.
• Housing and Essential Needs (HEN) Housing and Essential Needs program for adults 18+ unable to work for at least 90 days due to physical/mental incapacity. Provides rent assistance, utility and transportation assistance, and hygiene products. Eligible participants must be referred by Washington State DSHS and cannot be receiving other government cash assistance.
• Foundational Community Supports – Supportive Housing Supportive Housing services delivered under Washington State Health Care Authority's five-year Medicaid Transformation demonstration program (Foundational Community Supports). Provided to Medicaid beneficiaries with complex health needs.
• Homeless Prevention / Rapid Re-Housing (RRH) Short-term rental assistance with case management to help low-income individuals and families currently experiencing housing instability in Pierce County maintain housing and pursue independence. Assistance available up to six months.
• EXACT Client Management Software A software application for professionals including Payees, Trustees, Guardians, Conservators, and Case Managers to manage guardian and payee clients. Includes budget management, needs assessment, and reporting functionality. Developed through Precision Accountability, LLC joint venture between Share and Care House and Olympic Consulting Group, and made available to other guardianship and representative payee organizations.

Quantifiable outcome

• 2,267 individuals served in 2022
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Eight partnerships are on record, tiered core, minor and moderate.

• Olympic Consulting Group (OCG)coreTechnology or Integration · 1 January 2009In 2009, Share and Care House and Olympic Consulting Group joined to form Precision Accountability, LLC. SCH had searched for software addressing guardian and payee client management requirements but found no suitable commercial product. OCG responded to SCH's RFP and proposed a solution, leading to a partnership to make the EXACT application available to other guardianship and representative payee organizations.
• Precision Accountability, LLCcoreStrategic or Co-development PartnerJoint venture entity formed in 2009 between Share and Care House and Olympic Consulting Group to develop and distribute the EXACT software application for guardianship and representative payee organizations.
• AmazonSmileminorGTM or Marketing PartnerAmazonSmile program allows Amazon to donate 0.5% of the price of eligible purchases to Share & Care House when customers shop using their dedicated link.
• Puyallup Food BankminorOthersCommunity sponsor acknowledging donations and support.
• Boeing (via Employee Community Fund)minorOthersCorporate sponsor supporting Share & Care House services.
• IKEAminorOthersCorporate sponsor providing donations to support services.
• MulticareminorOthersHealthcare system sponsor supporting community services.
• Building ChangesmoderateStrategic or Co-development PartnerNonprofit organization focused on housing solutions. Community sponsor supporting Share & Care House's mission to end homelessness.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Compass Housing Alliance: Seattle-based nonprofit providing Permanent Supportive Housing, shelter, and supportive services to vulnerable populations across King and Pierce counties. Highly comparable integrated housing + case management model serving overlapping chronically homeless populations.
• Catholic Community Services of Western Washington: Regional nonprofit delivering housing, homelessness prevention, refugee, and case management services across Western Washington. Already a referral partner of Share & Care House and competes for the same DSHS, Coordinated Entry, and FCS funding.
• Downtown Emergency Service Center (DESC): Seattle nonprofit combining Permanent Supportive Housing with behavioral health and intensive case management for adults experiencing chronic homelessness and behavioral health needs — a near-overlap of Share & Care House's PSH and FCS service model.
• Low Income Housing Institute (LIHI): Seattle-based nonprofit operating scattered-site Permanent Supportive Housing, Tiny House Villages, and homelessness prevention programs. Direct overlap with Share & Care House's scattered-site PSH and rental assistance work in Pierce/King counties.
• Plymouth Housing: Seattle nonprofit operating Permanent Supportive Housing buildings with on-site supportive services for formerly homeless tenants. Comparable PSH service mix and Pacific Northwest geography.
• Multi-Service Centers: Federal Way–based community action agency providing housing, energy assistance, and case management in South King County. Directly comparable service mix and geography, and a likely competitor for HEN and Prevention Assistance contracts.
• Associated Ministries: Tacoma-based interfaith nonprofit providing housing, rental assistance, and homelessness prevention programs in Pierce County. Listed as a Share & Care House referral partner and competes for the same Coordinated Entry and Prevention contracts.
• National Guardianship Association: National membership and standards body for professional guardians. Share & Care House's Certified Professional Guardianship agency status places it in this peer ecosystem and shapes its guardianship service standards and competition for court appointments.

Broad incumbents

• Volunteers of America: Large national nonprofit operating supportive housing, behavioral health, and fiduciary/Representative Payee programs across many states. Competes for the same federal/state contracts at greater scale and provides a broader geographic option for payers.

Others

• Building Changes: Regional nonprofit funder and convener focused on preventing and ending youth and family homelessness in Washington State. Acts as a grantmaker and systems-change partner to Share & Care House and similar providers rather than a direct service competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Share and Care House